Sharemaestro Newsreel

Raymond James stock holds firm after $1.93 trillion asset update

Raymond James Financial announced that client assets under administration reached a record $1.93 trillion in July 2026, marking a 17% year-over-year increase. The firm also reported fiscal second-quarter 2026 net revenues of $3.86 billion and net income of $542 million. Despite these positive updates, …

F5 (FFIV), Why Is It Back In The Spotlight?

F5 (FFIV) has recently updated its F5 AI Gateway and integrated it with the F5 AI Security Platform, aiming to provide a unified control point for AI access, security, governance, and cost management. Despite a short-term share price dip, F5 has seen significant year-to-date …

American Electric Power Forecast: How Its $78 Billion Capital Plan Compares to Fellow Utilities

American Electric Power (AEP) is embarking on an ambitious $78 billion five-year capital plan, driven largely by significant demand from AI data centers, including an 8-gigawatt campus in Ohio backed by Nvidia, OpenAI, and SoftBank. Despite a modest 4.2% annualized return target, the company's …

Does Equifax's (EFX) Century-Long Dividend Streak Clarify Its Capital Allocation Priorities Today?

Equifax Inc. recently declared a quarterly dividend of US$0.56 per share, extending its century-long dividend streak and reinforcing its commitment to returning cash to shareholders. This action, alongside a US$1.48 billion share buyback program, complements the company's growth strategy in data and technology. However, …

Zoom Communications (ZM) Draws Interest Ahead Of Earnings As Fair Value Stays In Focus

The Bull Case For Vertex (VRTX) Could Change Following Upgraded 2026 Guidance And Pipeline Momentum - Learn Why

Banco BTG Pactual S.A. Invests $5.55 Million in Qualcomm Incorporated $QCOM

Banco BTG Pactual S.A. has invested $5.55 million in Qualcomm Incorporated by purchasing 30,015 shares, making it 0.5% of their total holdings. Other institutional investors have also adjusted their positions in Qualcomm. The article also covers recent analyst ratings, insider stock sales, Qualcomm's stock …

BlackRock Inc. Makes New Investment in Qualcomm Incorporated $QCOM

BlackRock Inc. has acquired a new significant stake in Qualcomm Incorporated, purchasing over 95 million shares valued at approximately $17.6 billion, making it a 9.06% owner of the company. Institutional investors now collectively own 74.35% of Qualcomm. Despite mixed analyst ratings, Qualcomm reported quarterly …

Ceredex Value Advisors LLC Makes New $47.59 Million Investment in Mid-America Apartment Communities, Inc. $MAA

Ceredex Value Advisors LLC has made a new $47.59 million investment in Mid-America Apartment Communities, Inc. (NYSE:MAA), purchasing 342,503 shares. This investment makes Mid-America Apartment Communities the 6th largest holding for Ceredex Value Advisors LLC, representing 1.3% of their portfolio. The article also details …

Brookmont Capital Management Increases Stock Position in Johnson & Johnson $JNJ

Meta Platforms, Inc. $META Stock Position Lessened by Asio Capital LLC

Lamb Weston stock holds steady as investors weigh recent volatility and sector headwinds

Lamb Weston stock is trading steadily at $53.47 on August 21, 2026, despite recent sharp share price fluctuations and broader headwinds affecting U.S. consumer stocks. The stock's current price is in the middle of its 52-week range, suggesting a balance between investor concerns and …

Allworth Financial LP Takes $9.42 Million Position in Iron Mountain Incorporated $IRM

Allworth Financial LP has acquired a new position of 74,559 shares in Iron Mountain Incorporated, valued at approximately $9.42 million. Institutional investors collectively own 80.13% of the company, and analysts maintain a "Moderate Buy" consensus rating with a price target of $135.17. Iron Mountain …

Algebris UK Ltd. Acquires Shares of 5,166 Republic Services, Inc. $RSG

Algebris UK Ltd. has acquired 5,166 shares of Republic Services, Inc. (NYSE:RSG) valued at approximately $1.097 million during the second quarter. Other institutional investors like BlackRock Inc., State Street Corp, and Capital World Investors have also significantly adjusted their holdings in the company. The …

IDEX Corporation (IEX) Sees New Investment From BlackRock Inc.

BlackRock Inc. has acquired a new stake in IDEX Corporation (NYSE:IEX), purchasing over 5.7 million shares valued at approximately $1.3 billion, representing 7.78% of the company. Other institutional investors also adjusted their positions in IEX. The article also covers recent analyst sentiment, including upward …

Bowie Capital Management LLC Purchases New Position in Intuit Inc. $INTU

Bowie Capital Management LLC has acquired a new position in Intuit Inc. (NASDAQ:INTU) during the second quarter, purchasing 293,136 shares valued at approximately $76.51 million. This makes Intuit its 14th largest holding, representing about 3.3% of the firm's portfolio. Other institutional investors like BlackRock …

Bank of America Corp DE Increases Holdings in BlackRock MuniYield New York Quality Fund, Inc. $MYN

Bank of America Corp DE significantly increased its stake in BlackRock MuniYield New York Quality Fund, Inc. (NYSE:MYN) by 132.7% in the first quarter, acquiring an additional 938,369 shares. This brings their total holdings to 1.65 million shares, valued at approximately $15.8 million. Other …

Bank of America Corp DE Acquires 1,061,613 Shares of Ivanhoe Electric Inc. $IE

Bank of America Corp DE has significantly increased its stake in Ivanhoe Electric Inc. (NYSEAMERICAN:IE) by 535.6% in the first quarter, purchasing an additional 1,061,613 shares. This acquisition brings their total holdings to 1,259,817 shares, valued at approximately $14.89 million, representing about 0.80% of …

233,545 Shares in Prologis, Inc. $PLD Acquired by Advisors Capital Management LLC

Advisors Capital Management LLC acquired a new stake of 233,545 shares in Prologis, Inc. (NYSE:PLD) during the second quarter, valued at approximately $31.64 million. Other institutional investors also adjusted their holdings in PLD, which has 93.50% institutional ownership. CFO Timothy D. Arndt sold 3,597 …

Albemarle stock holds steady as lithium cycle debate intensifies

Albemarle stock is trading in the mid-$130s as investors weigh the company’s lithium-driven results and cash generation against a volatile pricing outlook. The company's ability to generate strong free cash flow from its lithium-focused portfolio is crucial to justify its premium forward price-to-sales ratio, …

B. Metzler seel. Sohn & Co. AG Takes Position in Xylem Inc. $XYL

B. Metzler seel. Sohn & Co. AG recently acquired a new stake in Xylem Inc. (NYSE:XYL), purchasing 67,535 shares valued at approximately $7.98 million. This move is part of broader institutional investment trends, with several other hedge funds also taking new positions in the …

253,882 Shares in Kenvue Inc. $KVUE Purchased by Advisors Capital Management LLC

Advisors Capital Management LLC has acquired 253,882 shares of Kenvue Inc. (NYSE:KVUE) for approximately $4.85 million in the second quarter. Other institutional investors have also adjusted their stakes in KVUE. Kenvue recently reported quarterly earnings of $0.31 per share, missing consensus estimates, and announced …

Advisors Capital Management LLC Purchases New Stake in Williams-Sonoma, Inc. $WSM

Advisors Capital Management LLC has acquired a new position in Williams-Sonoma, Inc. (NYSE:WSM) during the second quarter, purchasing 252,810 shares valued at approximately $58.93 million. This new stake represents about 0.21% of Williams-Sonoma's stock. Other institutional investors like BlackRock Inc., Aristotle Capital Management LLC, …

BlackRock Inc. Acquires 838,220 Shares of Medtronic PLC $MDT

BlackRock Inc. increased its stake in Medtronic PLC by 838,220 shares in the second quarter, bringing its total holdings to 114.02 million shares valued at $8.92 billion. Medtronic reported strong quarterly revenues of $9.81 billion and adjusted earnings of $1.55 per share, exceeding analyst …

4,133,983 Shares in Carlisle Companies Incorporated $CSL Purchased by BlackRock Inc.

BlackRock Inc. Purchases New Holdings in Equity Lifestyle Properties, Inc. $ELS

BlackRock Inc. Makes New Investment in Loews Corporation $L

BlackRock Inc. has acquired a significant new stake in Loews Corporation (NYSE:L) during the second quarter, purchasing over 14.32 million shares valued at approximately $1.62 billion, representing a 7.01% ownership. Loews reported strong quarterly earnings of $2.16 per share and analysts, including Weiss Ratings, …

B. Metzler seel. Sohn & Co. AG Buys Shares of 82,611 Sempra Energy $SRE

B. Metzler seel. Sohn & Co. AG has acquired 82,611 shares of Sempra Energy, a utilities provider, for approximately $7.66 million during the second quarter. Other institutional investors also adjusted their positions in Sempra Energy, which currently has a market capitalization of $57.18 billion …

Bank of America Corp DE Purchases 105,666 Shares of Kemper Corporation $KMPR

Bank of America Corp DE increased its holdings in Kemper Corporation by 24.6% in the first quarter, acquiring an additional 105,666 shares and bringing its total to 535,144 shares valued at $16.35 million. Several other institutional investors also adjusted their stakes in Kemper, with …

Zacks Industry Outlook Delta Air, American Airlines, and Copa

For Immediate Release Chicago, IL – August 21, 2026 – Today, Zacks Equity Delta Air Lines DAL, American Airlines AAL and Copa Holdings CPA. Industry: Airlines Link: https://www.zacks.com/commentary/2977624/3-airline-stocks-to-monitor-as-the-industry-grapples-with-challenges The ongoing tensions between the United States and Iran have resulted in a sharp rise in …

Bank of America Corp DE Sells 67,594 Shares of IMAX Corporation $IMAX

Bank of America Corp DE reduced its stake in IMAX Corporation by 13.7% in the first quarter, selling 67,594 shares and retaining 424,105 shares valued at approximately $16.1 million. This reduction comes despite IMAX reporting strong quarterly earnings, beating analyst estimates, and positive analyst …

Advisors Preferred LLC Purchases New Position in Intercontinental Exchange Inc. $ICE

Advisors Preferred LLC initiated a new position in Intercontinental Exchange Inc. (NYSE:ICE) during the second quarter, acquiring 11,350 shares valued at approximately $1,509,000. Other institutional investors also made significant changes to their holdings, with some making large purchases. The article also provides a financial …

54,740 Shares in T-Mobile US, Inc. $TMUS Purchased by B. Metzler seel. Sohn & Co. AG

B. Metzler seel. Sohn & Co. AG acquired a new position in T-Mobile US, Inc. (NASDAQ:TMUS) during the second quarter, purchasing 54,740 shares valued at approximately $9.18 million. Other institutional investors have also adjusted their holdings in TMUS, with hedge funds and institutional investors …

Advisors Preferred LLC Makes New Investment in Darling Ingredients Inc. $DAR

192,199 Shares in Howmet Aerospace Inc. $HWM Bought by B. Metzler seel. Sohn & Co. AG

B. Metzler seel. Sohn & Co. AG recently acquired 192,199 shares of Howmet Aerospace Inc. (NYSE:HWM) for approximately $51.68 million in the second quarter. Other institutional investors also increased their stakes in the company, bringing total institutional ownership to 90.46%. Analysts have given Howmet …

B. Metzler seel. Sohn & Co. AG Has $10.80 Million Stock Holdings in American Tower Corporation $AMT

B. Metzler seel. Sohn & Co. AG increased its stake in American Tower Corporation (NYSE:AMT) by 17.2% during the second quarter, bringing its total holdings to $10.80 million. Other institutional investors also significantly adjusted their positions in American Tower. The company has a "Moderate …